Where Strategy Meets Execution
Global Reach, Local Presence
Botsford Associates is a boutique management consulting firm with deep subject matter expertise in capital markets, wealth management, and asset management.
We provide strategic guidance and tailored solutions to our client's most critical and transformative projects globally. Our project portfolio encompasses many initiatives, from complex regulatory changes to operational optimization and digital transformations.
By bridging the gap between business and technology, we enable successful end-to-end execution of innovative strategies and deliver exceptional value with measurable results.
Why Botsford Associates
We think there is a better way to solve complex problems
Latest Highlights
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Beyond Go-Live: Engineering Operational Alpha in Your Aladdin Model
Most firms achieve system consolidation. Leading institutions capture sustainable competitive advantage.
The decision to implement BlackRock's Aladdin platform will shape your operations and technology architecture for a decade or more.
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CIRO Rule Consolidation Project
October 2025
Requirements for mutual fund companies, including: Regulatory expectations for consolidated reporting, Data and workflow challenges across product lines, How to streamline reporting while maintaining accuracy and compliance, Practical guidance for aligning internal teams, systems, and processes
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Global Swap Dealer Reporting Rules
October 2025
Side-by-Side View: OTC Reporting Across Regulators, Regulatory Compliance Roadmap: Key Dates Ahead, Partnering with Botsford for Compliance Execution: How We Can Help Streamline Reporting
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Qualified Financial Contracts Recordkeeping Rule
October 2025
13 CFR Part 148 Regulatory Overview and Timeline, Availability, Maintenance of Records, and Exemptions, 13 CFR Part 148 Detailed Recordkeeping Requirements: Position-Level Data, Master Data Tables, Counterparty Netting Sets, Legal Agreements, Collateral Details
What we do
We are dedicated to deeply understanding our client’s businesses and specific needs and partner closely with them to bring resourceful, impactful, and sustainable solutions that drive long-term success.
As a firm committed to staying at the forefront of technology, we continuously explore real-world applications of big data, predictive analytics, and cloud computing, leveraging these technologies to help our clients capitalize on opportunities for growth in an increasingly competitive market.
Practices
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Regulatory and Compliance Transformation
We guide you through the complexities of regulatory transformation, helping you adapt to achieve optimal efficiency, transparency and sustainable success within the capital markets arena.
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Risk Advisory
We partner with clients to develop robust end-to-end risk management solutions to fit their specific trading strategies and risk tolerance.
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Front, Middle and Back Office Change
We work closely with our client’s business and technology teams across front, middle, and back office operations.
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Mergers and Acquisitions Integration
We lead your firm through the intricacies of M&A transactions to mitigate risks and maximize value, while developing a comprehensive plan that sets your organization up for
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Data and Analytics
Through our expertise, our clients are more effectively building elevated data analytics practices for stronger business intelligence.
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Digital Transformation
As technology rapidly evolves, we partner to bring ongoing support for continued optimization to align business strategy, technology initiatives, and teams for digital transformation success.
Capital Markets
Our leaders draw on experience in project transformation across all levels of business, from design to execution, to enhance operational efficiency, technological infrastructure, cost optimization, and automation initiatives.
Global Wealth and Private Banking
Firms need strategic frameworks that include the flexibility to evolve when crafting new and bold plans to remain resilient and profitable in a constantly shifting landscape.
Asset Management and Insurance
The asset management and insurance industry is transforming as rapid digital innovations, market volatility, heightened client interest in alternative and private markets, and transformative innovation in Al all collide to create new challenges.
Retail Banking and Payments
Banking is becoming an increasingly digital and customer-driven world with demands of on-the-go convenience and concerns around data protection at the forefront of a rapidly changing global economy.